Meet The Team
Associate Investment Advisor
Associate Investment Advisor
Lorraine is an Associate Investment Advisor with Oberman Wealth Management Group. Lorraine holds the Chartered Investment Manager (CIM®) designation and is a Life Insurance Advisor with TD Wealth Insurance Services. Lorraine has also successfully completed Level II of the CFA Program and has over 12 years of investment industry experience.
Before joining TD Wealth in 2015, Lorraine worked with Gluskin Sheff + Associates in the Client Wealth Management division, focusing on business development, client service and portfolio management. Prior to that, Lorraine held positions in equity research, investment banking and public accounting.
Lorraine received a Bachelor of Business Administration degree from Wilfrid Laurier University with Honours, Distinction and a major in Finance.
In her personal time, Lorraine enjoys cooking and staying active through activities such as cycling and running.
Client Relationship Associate
Client Relationship Associate
Betsy is a seasoned investment industry professional, who helps Adam in the provision of a seamless service experience for all clients.
She works with Adam to provide clients with comprehensive, integrated investment planning and total wealth management solutions and support.
Betsy is in charge of all day-to-day administrative matters within the Oberman Wealth Management Group investment advisory practice.
With a professional background as Head Administrator for a prominent national real estate company, Betsy joined RBC Dominion Securities as a Sales Assistant in 1999.
She then moved to HSBC Securities in 2004, working as a Branch Administrator & Sales Assistant. Betsy joined TD Wealth Private Investment Advice as an Assistant Investment Advisor in 2008.
Betsy lives in Thornhill with her two daughters.
Client Service Associate
Client Service Associate
Leanne is the newest member of our team. She has been with TD for over 10 years and started her career at TD Canada Trust as a Customer Service Representative. In 2017, Leanne joined TD Wealth Private Investment Advice and continues to devote time and energy to her professional career.
Leanne graduated from the University of Guelph in Sociology. Her knack for building strong rapport with clients and peers makes her an asset to our team.
In Leanne’s personal time, she enjoys spending time with her husband and daughter, and trying new recipes.
Administrative Associate
Administrative Associate
Payal joined TD Wealth Private Investment Advice in 2020, as an Administrative Associate. Her meticulous attention to detail with day to day operations allows the team to focus on what really matters, going above and beyond to meet and exceed clients' expectations.
Payal received a Bachelor in Business Management & Marketing with Honours from the University of Westminster. Prior to relocating from London, England in 2019, Payal was an office administrator for a UK-based property consultancy firm.
In her free time, Payal enjoys spending time with friends and family, long walks with her dog and keeping active.
Administrative Associate
Administrative Associate
Jaqueline joined TD Wealth Private Investment Advice in 2022, as an Administrative Associate. Jaqueline’s keen eye for detail and commitment to achieving the highest standards contribute to her ongoing growth and success.
Jaqueline is currently working towards a diploma in Business Executive Administration. Prior to joining TD Wealth Private Investment Advice, Jaqueline held positions in client focused roles for over 10 years. Jaqueline is passionate about providing the best support and care for our clients.
In her personal time, Jaqueline enjoys acrylic painting and spending time with her husband and two children.
Administrative Associate
Administrative Associate
Gloria plays a key role in the day-to-day operations of the Oberman Wealth Management Group, ensuring the smooth and efficient maintenance of client accounts.
More than 15 years of industry experience, including numerous client-facing roles as well as branch management, have deepened Gloria’s understanding of the unique needs of affluent clients, their families and their businesses. She shares the Oberman Wealth Management Group’s commitment to providing each client with the highest possible level of service in every interaction.
When she isn’t busy with her three sons, Gloria enjoys cooking and experiencing foods of different cultures.
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
